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Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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As Principal Adviser and founding partner of Integral Private Wealth, I draw on more than 20 years of experience advising high net worth individuals and families. My career began at Westpac Group where I led one of the largest practices within the Private Bank. This experience shaped my approach to delivering disciplined, evidence based advice and ultimately inspired the creation of Integral Private Wealth. I hold Certified Financial Adviser status with the Responsible Investment Association Australasia, which reflects my commitment to responsible investment principles and the integration of environmental, social and governance considerations into advice where appropriate. My focus remains on providing clear, high quality guidance that helps clients make confident decisions and build lasting financial wellbeing. I contribute regularly to leading media platforms to support financial literacy and simplify complex economic issues for a broad audience. My work has been recognised across the industry, including eight consecutive appearances on the Barron’s Australia Top Financial Advisers list from 2018 to 2025 and inclusion among the 50 most influential advisers by Financial Standard.

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Organisation

  • Integral Private Wealth

Company number

Services offered

  • Superannuation and retirement planning Investments/managed funds

Certified products

Approved products

  • BlackRock Diversified ESG Growth Fund BlackRock Diversified ESG Stable Fund BNP Paribas Environmental Equity Trust PIMCO ESG Global Bond Fund - Wholesale Class AMP Capital Ethical Leaders International Share Fund ATLAS Infrastructure Aust Feeder Fund Australian Ethical Australian Shares Fund Australian Ethical Diversified Shares Fund Legg Mason Martin Currie Ethical Income Fund Morphic Global Opportunities Fund Pendal Ethical Share Fund Pengana International Fund - Ethical Perpetual Wholesale Ethical SRI Fund Resolution Capital Property Security Fund Stewart Investorts Worldwide Sustainable Fund Vanguard Ethically Conscious International Shares Index Fund Alphinity Sustainable Share Fund Altius Sustainable Bond Fund Ausbil Active Sustainable Equity Fund Ausbil Investment Trust - Candriam Sustainable Global Equity Fund AXA IM Sustainable Equity Fund Legg mason Martin Currie Sustainable Equity Fund Pendal Sustainable Australian Fixed Interest Fund Pendal Sustainable Conservative Fund Pendal WS Sustainable Aust Share Fund Pengana WHEB Sustainable Impact Fund

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Financial Adviser

Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.